FRVAX Mutual Fund Holdings Overlap Calculator | MarketXLS

FRVAX Mutual Fund

NAV$9.87

AUM$402M

TER0.73%

Holdings147

See what you own twice

Check FRVAX against your other funds. Free for up to 5.

Check my overlap

FRVAX Mutual Fund

NAV$9.87

Franklin Virginia Tax-Free Income Fund Class A1

AUM$402M

TER0.73%

Holdings147

See what you own twice

Check FRVAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FRVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRVAX Mutual Fund Overlap Analysis

FRVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FRVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, FRVAX may share significant positions with broad-market funds.

FRVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRVAX tax-loss harvesting finds highly correlated but non-identical funds.